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Will there be a reduction in stimulus monetary programs in September?

On Wall Street, stock prices fell for the second consecutive day on Tuesday, as statements from Fed officials introduced uncertainty regarding when the central American bank will begin to reduce stimulus measures.

The Dow Jones weakened by 93 points, or 0.60 percent, to 15,518 points, while the S&P 500 slipped 0.57 percent to 1,697 points, and the Nasdaq index fell 0.74 percent to 3,665 points.

The decline in stock prices for the second day in a row is a result of a statement by Charles Evans, president of the Chicago Fed branch, that the central bank will likely begin to reduce stimulus monetary programs later this year, possibly as early as September, depending on the economic situation.

Dallas Fed President Richard Fisher stated that he supports a reduction in stimulus in September, provided that economic data does not worsen.

This has caused uncertainty among investors as the $85 billion monthly purchase programs for government and mortgage bonds have long supported the rise in stock prices. Investors fear that a reduction in these programs would lead the market to lose strong support.

“The market remains confused about the reduction of stimulus. It is still unclear when this will happen, so there is currently really no reason for stock prices to rise,” says Ken Polcari, director at O’Neil Securities.

Last week, the Dow Jones and S&P 500 index reached all-time highs, but investors are not sure that these levels are sustainable if the Fed reduces the printing of fresh, cheap money.

Moreover, quarterly business reports from companies are not particularly impressive. Indeed, most of them achieved better results in the second quarter than expected, but expectations are very low.

So far, 418 companies from the S&P 500 index have reported their earnings, with 67.5 percent exceeding analysts’ expectations for earnings and 54 percent for revenue.

Investor caution is indicated by the thin trading volume. On Wall Street, NYSE MKT, and Nasdaq, only 5.5 billion shares changed hands, while the average daily volume this year is 6.4 billion.

European stock prices also fell yesterday. The London FTSE index weakened by 0.23 percent to 6,604 points, while the Frankfurt DAX slipped 1.17 percent to 8,299 points, and the Paris CAC fell 0.43 percent to 4,032 points.